- Type / Class
- Equity / Common Stock
- Shares outstanding
- 12,379,030
- Total 13F shares
- 4,070,100
- Share change
- +415,773
- Total reported value
- $45,200,931
- Price per share
- $11.18
- Number of holders
- 31
- Value change
- +$4,652,845
- Number of buys
- 17
- Number of sells
- 11
Quarterly Holders Quick Answers
What is CUSIP 52474R207?
CUSIP 52474R207 identifies LGCY - Legacy Education Inc. - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
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- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
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- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 52474R207:
Top shareholders of LGCY - Legacy Education Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| ROYCE & ASSOCIATES LP |
13D/G
13F
|
Company |
7%
|
867,770
|
$9,545,470 | +$1,609,586 | 30 Jun 2025 | |
| Holos Integrated Wealth LLC |
13F
|
Company |
8.2%
|
1,019,353
|
$7,308,761 | — | 31 Mar 2025 | |
| Robert deRose |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
1,087,974
|
$7,256,787 | — | 08 Apr 2025 | |
| Garnick Michael J. |
13D/G
|
— |
8%
|
944,353
|
$6,223,286 | $0 | 04 Oct 2024 | |
| BARD ASSOCIATES INC |
13F
|
Company |
4%
|
500,600
|
$3,589,302 | — | 31 Mar 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
3.1%
|
383,663
|
$2,750,864 | — | 31 Mar 2025 | |
| Polar Asset Management Partners Inc. |
13F
|
Company |
1.5%
|
180,000
|
$1,290,600 | — | 31 Mar 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
1.4%
|
169,314
|
$1,213,982 | — | 31 Mar 2025 | |
| Manatuck Hill Partners, LLC |
13F
|
Company |
0.81%
|
100,000
|
$717,000 | — | 31 Mar 2025 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
0.69%
|
85,000
|
$609,450 | — | 31 Mar 2025 | |
| WHITE PINE CAPITAL LLC |
13F
|
Company |
0.65%
|
80,778
|
$579,178 | — | 31 Mar 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.59%
|
72,840
|
$522,263 | — | 31 Mar 2025 | |
| Blaine Faulkner |
3/4/5
|
Director |
—
mixed-class rows
|
179,011
mixed-class rows
|
$473,040 | — | 02 Apr 2025 | |
| Boston Partners |
13F
|
Company |
0.48%
|
59,901
|
$429,490 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.38%
|
46,465
|
$333,154 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
0.26%
|
32,756
|
$234,861 | — | 31 Mar 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.25%
|
31,506
|
$225,000 | — | 31 Mar 2025 | |
| Integrated Wealth Concepts LLC |
13F
|
Company |
0.23%
|
28,300
|
$202,911 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.23%
|
28,248
|
$202,537 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.21%
|
25,900
|
$186,000 | — | 31 Mar 2025 | |
| Orin Green Financial, LLC |
13F
|
Company |
0.16%
|
20,000
|
$127,000 | — | 31 Mar 2025 | |
| IFP Advisors, Inc |
13F
|
Company |
0.13%
|
15,925
|
$114,182 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.06%
|
7,618
|
$54,621 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.04%
|
4,859
|
$34,840 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.02%
|
2,902
|
$20,807 | — | 31 Mar 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.01%
|
1,665
|
$11,938 | — | 31 Mar 2025 | |
| NBC SECURITIES, INC. |
13F
|
Company |
0.01%
|
1,000
|
$7,000 | — | 31 Mar 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0%
|
288
|
$2,065 | — | 31 Mar 2025 | |
| Ragheb Milad |
3/4/5
|
Chief Academic Officer |
—
mixed-class rows
|
241,097
mixed-class rows
|
$1,956 | — | 02 Apr 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0%
|
2
|
$14 | — | 31 Mar 2025 | |
| Brandon Pope |
3/4/5
|
Chief Financial Officer |
—
class O/S missing
|
293,905
|
— | — | 02 Apr 2025 | |
| Peggy Tiderman |
3/4/5
|
Director |
—
class O/S missing
|
98,011
|
— | — | 02 Apr 2025 |
Institutional Holders of Legacy Education Inc. - Common Stock (LGCY) as of Q2 2025
As of 30 Jun 2025,
Legacy Education Inc. - Common Stock (LGCY) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,070,100 shares.
The largest 10 holders included
Holos Integrated Wealth LLC, ROYCE & ASSOCIATES LP, BARD ASSOCIATES INC, KENNEDY CAPITAL MANAGEMENT LLC, Truffle Hound Capital, LLC, Russell Investments Group, Ltd., PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., Manatuck Hill Partners, LLC, VANGUARD GROUP INC, and WHITE PINE CAPITAL LLC.
This page lists
32
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
26
Q2 2025 holders
31
Holder diff
5
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.